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Strategies & Market Trends
The Contrarian's Corner

An SI Board Since September 1998

Posts	SubjectMarks	Bans
113	5	0

Emcee: HeyRainier	Type: Unmoderated

Introduction Compact

This thread is dedicated to the Contrarian Investor.

Here, we will focus on issues that have extraordinary characteristics, based on fundamental value. Such issues generally will be overlooked or over-sponsored by institutions, and it is the focus of the thread to identify and profit from the coming turn in the company's fortunes and stock prices.

Necessary to achieve success is a solid understanding of fundamental analysis: an understanding of company-specific economics, business strategy, competitive landscape, and of course, its financial statements will be needed to make our decisions.

In addition, an understanding of technical analysis will also be necessary, as it will serve to ensure an appropriate entry and exit point for both long and short positions. There is nothing more useful than harnessing the massive information processing power of the market to help affirm or reject our analysis of a company. The primary purpose of technical analysis here is to make sure one's position is not prematurely established, in addition to helping manage one's portfolio risk.

Books I recommend to help one's investment decisions are as follows:

1. Contrarian Investment Strategies: The Next Generation by David Dreman.
2. Financial Warnings by Charles Mulford and Eugene Comiskey.
3. Business Strategy and Security Analysis by Raymond Suutari.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
113	Here's a link for David Dreman's articles on-line: 207.87.27.10 Hope	HeyRainier	-	12/11/1998
112	As a class, mortgage reits fit the bill of contrarian plays. This is especiall	Allen Furlan	-	12/5/1998
111	Here's a contrarian book for you: The New Finance : The Case Against Effic	HeyRainier	-	10/19/1998
110	Ahh a contrarian view of a contrarian sector. Actually have been looking in th	deeno	-	10/6/1998
109	A survey of health-care REIT managements suggests that yields on new projects a	Elroy Jetson	-	10/6/1998
108	While yields on 30 yr Treasuries may rise as the Fed lowers the short term Fed	Elroy Jetson	-	9/27/1998
107	Of course the yield on 30 year US Treasuries should increase as the Fed decreas	Elroy Jetson	-	9/27/1998
106	How about Cramer for the contrarian view? "...<i>if I am right, a r	HeyRainier	-	9/27/1998
105	<<Why in God's name would you want to remove "judgement" fr	Mark Marcellus	-	9/27/1998
104	Mark, To add a point, I will agree with your statement: <i>However most	HeyRainier	-	9/26/1998
103	James, I was only illustrating a point with what system traders do. I wouldn	HeyRainier	-	9/26/1998
102	James, I agree with you. It is difficult to determine just what a contrarian	GROUND ZERO™	-	9/26/1998
101	Why in God's name would you want to remove "judgement" from your	James Clarke	-	9/26/1998
100	hey, ranier, i looked up the word 'contrarian' in my dictionary, the	Impristine	-	9/26/1998
99	<i>I do remain a little skeptical though. I believe the folks at LTC clai	HeyRainier	-	9/25/1998
98	<<those who have created TA-based trading systems have removed judgment b	Mark Marcellus	-	9/25/1998
97	<i>The nice thing about mechanical strategies like these is they remove a	HeyRainier	-	9/25/1998
96	<<In addition, an understanding of technical analysis will also be necess	Mark Marcellus	-	9/25/1998
95	i am sorry to hear that? ever thought about a day job?	Impristine	-	9/25/1998
94	Rainier, I agree with you about BOST but perhaps John has a point. Mr. Dremen	Mark Marcellus	-	9/25/1998
93	John, looking at Boston Market's financials is enough to give me the chills	HeyRainier	-	9/25/1998
92	Way too much free time.	James Clarke	-	9/24/1998
91	Re: "1. Everybody thinks interest rates are going lower even though they a	Investor2	-	9/24/1998
90	Why are people so thin skinned Why do people live in glass houses? Why do peopl	Impristine	-	9/24/1998
89	Rainier: You are echoing the abundant negative sentiment I've encountered	John Langston	-	9/24/1998

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